Systematic Alpha Investments’s Lincoln National LNC Stock Holding History

Systematic Alpha Investments’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$733K	Hold	20,738	–	–	0.02%	140
2026 Q1	$736K	Hold	20,738	–	–	0.03%	127
2025 Q4	$923K	Hold	20,738	–	–	0.03%	114
2025 Q3	$836K	Hold	20,738	–	–	0.03%	120
2025 Q2	$718K	Hold	20,738	–	–	0.03%	124
2025 Q1	$745K	Hold	20,738	–	–	0.03%	117
2024 Q4	$658K	Hold	20,738	–	–	0.02%	129
2024 Q3	$653K	Hold	20,738	–	–	0.02%	132
2024 Q2	$645K	Hold	20,738	–	–	0.02%	129
2024 Q1	$662K	Hold	20,738	–	–	0.03%	132
2023 Q4	$559K	Hold	20,738	–	–	0.03%	137
2023 Q3	$512K	Hold	20,738	–	–	0.03%	136
2023 Q2	$534K	Hold	20,738	–	–	0.03%	133
2023 Q1	$466K	Hold	20,738	–	–	0.02%	147
2022 Q4	$637K	Hold	20,738	–	–	0.03%	125
2022 Q3	$911K	Hold	20,738	–	–	0.05%	88
2022 Q2	$970K	Hold	20,738	–	–	0.05%	90
2022 Q1	$1.35M	Hold	20,738	–	–	0.07%	90
2021 Q4	$1.42M	Hold	20,738	–	–	0.07%	92
2021 Q3	$1.5M	Buy	20,738 +38	+0.2%	+$2.48K	0.07%	94
2021 Q2	$1.42M	Hold	20,700	–	–	0.06%	92
2021 Q1	$1.29M	Buy	+20,700	New	+$1.14M	0.08%	86

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Systematic Alpha Investments's LNC Position: Q2 2026 in Review

Systematic Alpha Investments held its Lincoln National (LNC) position steady in Q2 2026 at 20,738 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #140.

Systematic Alpha Investments first reported a position in LNC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.5M in Q3 2021. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Systematic Alpha Investments held 20,738 shares of Lincoln National worth $733K as of Q2 2026.
Systematic Alpha Investments left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.02% of Systematic Alpha Investments's portfolio in Q2 2026, its #140 holding.
Systematic Alpha Investments first reported a position in Lincoln National in Q1 2021 and has held it in 22 quarters since.
Systematic Alpha Investments's Lincoln National position peaked at $1.5M in Q3 2021.
619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.